Briefings

The Briefing is your daily strategic overview. While the Workboard shows what needs you right now (the active work queue), the Briefing takes a step back and asks: what is the overall health of your workspace, and what opportunities should you consider acting on?

Think of it as the difference between a task list and a morning standup -- the Briefing gives you the high-level picture so you can prioritize intelligently.

Accessing the Briefing

Open the Briefing from the Console sidebar. The page is scoped to a specific workstream -- if your workspace has multiple workstreams, select the one you want to review from the dropdown in the top-right corner.

Health Summary

At the top of the Briefing, an aggregated health summary shows the current state across all Spaces in the selected workstream:

• All systems nominal (green) -- no blocked goals, no overdue items. Work is progressing smoothly.
• N items need attention (amber) -- one or more goals are blocked or items are overdue. The count reflects the total across all spaces.

Below the health indicator, a compact metrics row shows:

• Blocked -- number of blocked goals (links to the goals view filtered by blocked status).
• Overdue -- number of overdue triggers and follow-ups (links to the activity view filtered by warnings).
• Running -- number of goals currently in active execution (links to the goals view filtered by running status).

When the selected workstream includes shared or client spaces, a subtle badge indicates "Includes external spaces" so you stay aware of the visibility context.

Opportunities

The heart of the Briefing is the Opportunities list -- a flat, priority-ordered set of recommended actions. Each opportunity is framed as an action you can take, not a problem to worry about:

• "Unblock 2 goals" rather than "2 blocked goals"
• "Re-engage 3 contacts" rather than "3 overdue follow-ups"
• "Start work on 1 ready intake" rather than "1 intake waiting"

Opportunities are ordered by impact: blocked items first, then overdue items, then ready work.

Space badges

Each opportunity shows a space badge (Internal, Shared, or Client) indicating which visibility tier the action belongs to. Opportunities involving shared or client spaces display an additional visual indicator, reminding you that external parties may see the results.

Reviewing and skipping

For each opportunity, you have two actions:

• Review -- opens the Review Opportunity sheet, which shows the details of the proposed action, what it will affect, and (for shared/client spaces) a safety warning. From there you can accept the opportunity.
• Skip -- dismisses the opportunity without acting on it. This is useful when you have already handled something outside the Console or when the suggested action does not apply.

When there are no opportunities

If no opportunities are available, the Briefing shows an empty state with context:

• If health is nominal: "Nothing to act on today. All goals are progressing, no overdue items, no ready intakes waiting."
• If health has issues but no actionable opportunities are queued yet: "No recommended opportunities right now. Health shows items that may need attention."

Both states offer quick links to the Goals and Activity views for manual exploration.

Historical View

Below the opportunities list, a collapsible Past 7 days section provides a read-only summary of recent briefing activity. This section links to the full Activity view for detailed exploration.

Briefing Settings

Click the settings icon in the Briefing header to open the settings sheet, where you can configure which spaces are included in the briefing rollups for the current workspace.

How Briefing Data is Generated

The Briefing aggregates data from several sources in real time:

1. Rollup queries pull counts of blocked, overdue, running, and completed items from each space in the selected workstream.
2. Proposed actions are a subset of decision requests with a briefing:v0:proposal: canonical key prefix. These are generated by the system when it identifies actionable patterns (e.g., goals blocked for more than a threshold, overdue follow-ups, ready intakes).
3. Opportunity mapping transforms raw proposal data into action-framed titles and descriptions using the canonical key structure (which encodes the space, date, and opportunity kind).

The aggregation is scoped: when you select a workstream, only the spaces belonging to that workstream are included in both the health summary and the opportunities list.

Using Briefing Insights to Prioritize

The Briefing is most useful as a daily check-in complement to the Workboard:

• Start with the Briefing to understand overall health and spot strategic opportunities.
• Move to the Workboard to execute on specific items that need immediate attention.
• Return to the Briefing at the end of the day to review what was accomplished and what remains.

If the health summary shows blocked items but no opportunities are queued, that typically means the blockers require manual investigation. Use the linked goals or activity views to dig deeper.